# How to Connect UltraTax to Filed ## Best Practice: Installing the Filed Sync App The Filed Sync App functions optimally on an always-on machine to prevent syncing interruptions, though it can be installed on multiple workstations. Note that restarts, logouts, or offline periods may require reopening and re-authentication of the app. ## Connection Steps ### Initial Connection 1. Log into your Filed account 2. Navigate to **Connect > Tax Software** in the left panel 3. Locate UltraTax and select **Connect** 4. Review details and confirm the connection After initial connection, you must establish a live sync by clicking **Set up Filed App**. > **Important:** If you have Virtual Office access or are unable to download the app, skip the Filed App download and proceed directly to the client export steps below. ### Download and Set Up the Filed App 1. Click **Download** and run the Filed App setup 2. Enter the Connection ID and Password visible in your Filed account 3. Select your UltraTax folder containing client documents 4. Click **Activate Connection** ### Export Client List from UltraTax 1. Log into UltraTax 2. Access **Utilities > Client Listing Report** 3. Maintain default settings (General Client Information & Client ID) 4. Select all 1040 clients for Filed 5. Click **Export** ### Upload Client List to Filed 1. Return to your Filed account 2. Upload the exported file through the designated upload area 3. Click **Configure** to finalize the connection 4. Verify **Connected** status appears for UltraTax in the Integrations tab ## Ongoing Maintenance When adding new clients to UltraTax, you must re-upload the updated client list to keep Filed current. *** Legacy URL: --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.filed.com/how-to-connect-ultratax-to-filed.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.